General Discussion

Is there a way to filter active envelopes in DocuSign by a specific client or client matter number (stored in a custom field), and then only display the latest recipient in the report?Use Case:We manage multiple envelopes per client, and each envelope may have several recipients. For reporting and tracking purposes, we need to:Select all active envelopes linked to a specific client or matter number Filter the results to only show the most recent recipient, rather than the full recipient historyWhat We’re Looking For:A way to query or report using custom fields A filter or view option that limits recipient data to the latest signer Ideally, something that can be exported or integrated into reporting workflowsHas anyone achieved this with existing DocuSign tools or APIs? Any tips or workarounds would be appreciated!Thanks in advance!Kenneth

I am creating a template and accidentally added an extra text field.  I don’t have an option to delete the field, nor does highlighting the field and pressing delete work.  How do I remove this extra field?

If the person in charge A changes to the person in charge B after leaving the company.I would like to inquire about how to transfer the signature materials that A person in charge has conducted in the past to B person in charge.Is it possible on the screen below?The button is not active. 

Automating using Verification Type : access code is working fineVerification Type : ID Verification and Phone Authentication is not taking the value provided via power automate cloud flows.I am using the add verification type to a recipient(v2) action using the DocuSign Connector.Please find following steps:Create envelope - working Add documents to envelope - working Add recipient details to envelope - working Add verification type to the recipient - working for Verification Type set as Access code and None but not working for Phone Authentication and ID Verification. Asking for workflow ID- which I passed blank value , does throw any error but doesn't write the value in docusign application Kindly suggest what when wrong.

When adding signature fields to a document since yesterday, the menus stay in place when scrolling. This then means that when you scroll to the bottom of the document, the UI all stays at the top, making it difficult and tedious to add signature fields to the document. Is there any way to resolve this on our end?

I signed up thinking I'd be getting a 30 day free trial. Little that I knew that the company charged me $53 CAN, upon signing up. I tried to get in touch with customer service. There's absolutely no way to get a simple response from anyone. I ran are in circles for hours. I decided to call sales. Because this department of course has live agents. The only thing I got help with was to set up a phone call from Customer service within 1 business day. To get my refund. I am terribly disappointed with the service. What a waste of time. 

We have recently noticed amongst multiple document signature cases that the candidate is not putting a physical signature on the document and instead the system shows a blue "Completed".The system describes that they signed using mobile, although we have do not add mobile authentication options to the signature flow process.We tested the system and after clicking "Finish", the system no longer asks the candidate to add a signature. Is there a way to restrict the system so that candidate would have to add a signature and how?

I have a document that needs to be signed by many different people. Some of them have already signed, but now one person has declined and suggested another person to sign. Can I change individual persons without having to resend the document to everyone?

I am getting an error message when trying to send a document for signing. It’s quite urgent that I send it too. Account does not have permission to set Allow Comments. I had the free version, upgraded to the personal plan monthly hoping this would fix it and it hasn’t. I assume I am the admin but can’t see anything allowing me to change a setting to allow comments anywhere. I created the envelope from scratch and didn’t use a template. I need to send this ASAP so please help.Thanks

We’re inviting our customers in procurement to share how Docusign is supporting your workflows. What processes are you streamlining, which integrations are critical, and where do you see opportunities for improvement? Your insights will help us better understand real-world use cases and guide future enhancements.

Hi allIs there a way to create a recipient template that saves recipient details and signing order for a specific company?We frequently send envelopes to the same company with the same recipients and signing order. It would save a lot of time if we could save this setup as a reusable template, so we don’t have to manually enter the same information each time.What We’re Looking For:Ability to predefine recipient names, emails, and signing order Option to select this recipient template when sending new envelopes Ideally, this would work independently or alongside existing document templatesHas anyone found a workaround or is this something DocuSign is planning to support?

I’d like to contact Docusign CEO Allan Thygesen directly or Docusign’s customer care team to address my issue as follows.   Let me explain the problem.   Docusign does a great job of trying to authenticate who you are with Truth Challenge questions (series of 3 questions).  Good.  Examples, what county did you live in when you owned a property, car you bought year, color etc.   Good. These questions protect us when signing docs.The problem is that when docusign challenge questions start asking questions about people whom I have no clue about beyond I know this person was the former owner of my house i currently live in that where the titles on our houses switched during this aquisition.  Then the challenge questions i failed “asking questions completely not relevant to a person i don’t know”, forces a reset and then reasking of the question. This is inefficient use of time on all sides.Docusigns algorithm for grabbing data from Credit bureaus is severely flawed.  About 1 out of each 3

Before our managers sign any contracts, should we make sure they receive an internal document (e.g., a contract summary or explanation) so they understand the content and context of the agreement, even though they do not initiate the signing process themselves? What would be the best practice for this?Thank you

When I type in a recipient’s name and email address it looks great until something happens, and suddenly I get messages under each recipient's email address that “it cannot be saved, and try again later.” What am I doing wrong? I have less than 30 recipients, and the document is only one page long. Any help is greatly appreciated.

Join us to learn how Docusign CLM can work with Microsoft Dynamics CRM to level up Quote to Cash.   Streamline Revenue Ops with Docusign CLM and Microsoft DynamicsEvent by Marshfield ConsultingThu, Nov 6, 2025, 1:00 PM - 2:00 PM (your local time)https://www.linkedin.com/events/streamlinerevenueopswithdocusig7374446522542968832/theater/

Hi alli need to create a model.i click on model menu at the top of the page, when the page appear at the top of left menu i haven't the button "start".why?please help me, thanks a lot.

Dear DocuSign Support,We would like to verify the authenticity and timeline of a DocuSign transaction related to the following Envelope ID: B7A459E9-FB2D-4FCC-8335-45C66F4D3738.Context:We are analyzing two signed PDF files and two Certificates of Completion that appear to belong to this envelope.However, we observed two different timestamps and certificate chains:- The CoCs show the "Signed" event as 09-Dec-2024 at 07:37:25 (Pacific Time).- One PDF also displays this same timestamp in its footer.- The second PDF, however, shows a later timestamp (30-Jul-2025 03:35:17-07:00) with a DigiCert AATL certificate instead of Entrust.We kindly request your official clarification on the following points:1. Do both PDFs belong to the same envelope (ID above)?2. Is the "Signed" event on 09-Dec-2024 the legally binding signature for the envelope?3. Does the later 30-Jul-2025 timestamp correspond to a re-sealing or re-export by DocuSign, not a new signature?4. Is the coexistence of Entrust and DigiC

I am reaching out to share my terrible experience with DocuSign “support” and seek advice on accessing the non-profit discount.In August 2025, I carefully read all the eligibility guidelines for the non-profit discount, which is verified through a third party service, Goodstack. Nothing in the instructions or on the Goodstack website indicated that a Goodstack account was necessary for them to complete the verification. The instructions from DocuSign indicate that Goodstack will reach out to you for any verification needs after you complete the DocuSign non-profit sign up (which requires a credit card). So, I applied via DocuSign, and my organization was immediately declined and charged the full amount for our account. I then began what has been an over two month journey with DocuSign “support” of trying to find out why we were denied and hopefully resubmit for approval. “Support” bounced me to over 5 different people who’s only answer was “we don’t know why you were denied, let us loo

I am planning on taking the test for the Certified DocuSign eSignature Administrator in a month or so.Are there any other resources aside from the toolkit that have sample questions I can practice?

I am the admin/owner of the account.  I cannot see bulk send.  i have watched the videos.  I have the $65 account.  

If anyone is intersted in being apart of a SC users group or South Eastern US Group, Please respond here or email me at mshealy@clemson.edu.Collaboration is needed for ideas and to bounce ideas off of.  Sharing information between people is such a huge asset.ThanksDenise BoyterClemson University

Trying to get an NDA signed with supplier so we can do development work with them.